THE VALUE OF AURUM TRUST

WHY AURUM TRUST

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Aurum Trust, a family business, was established in 1990 as an independent financial advisory practice. Our comprehensive services include the following: investment advice and management; retirement planning; medical aid; gap cover; last will and testament; estate planning; income tax assistance; life, disability and trauma cover; and short-term insurance.

 

We are contracted and licensed, and our highly skilled staff have more than 100 years of experience collectively. Strategic alliances were formed with other professionals like attorneys, accountants and fund managers to assist us with any other issues.

 
 

SERVICES

Prosperity through integrity, respect and trust.

Authorised financial services provider (FSP 13250)

FINANCIAL PLANNING

A Holistic Approach

Individual: Customized financial planning to cover the needs of the individual regarding: Life cover, disability cover, trauma, loss of income.


Business: Businesses often fail after a partner and/or their employer dies or leaves the business. There are effective ways of alleviating these problems: Keyman policies, buy and sell agreements, restraint of trade, contingency liability cover.

RETIREMENT PLANNING

Expert Guidance

Retirement planning normally coincides with tax planning. Various instruments are available and the choice typically depends on the tax-effectiveness.
Choices available are: Retirement annuities, provident funds, pension funds, preferred compensation, deferred compensation.


Preferred and deferred compensation can also be utilized to maintain employees.

 

MEET THE TEAM

Gustav Potgieter Snr

Director/ Senior Financial Advisor

B.Comm (Hons) (Stell) CFP®

Commissioner of Oaths (Ex Officio)

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Beth van der Westhuizen

Short-term Specialist

WHAT PEOPLE SAY

I have been a client of Aurum Trust for 20+ years and I have only had a good experience despite the challenges in the economy and changes to the way investments are being done. Aurum Trust provides me with a comprehensive service which makes it easy for me as a client.

—  Braxton, Roy

TESTIMONIALS

Zelda Walley

Personal Assistant

Santie Potgieter

Office Manager

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IN ASSOCIATION WITH

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Tel: 021 851 7011

Cell: 083 302 1525

Fax: 086 670 8018

Email: gustav@aurumtrust.co.za

Address: 7a Pastorie Park, Corner of Lourens and Reitz St, Somerset Park, Somerset West, 7130

CONTACT

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